The Copy From feature consists of a pop-up window that enables you to copy data from other places in the current file, from other open PHA-Pro files, and from your active libraries. You can copy either one data element at a time or multiple pieces of information.
Copy From simplifies data entry by eliminating the repetitious typing of the same information.
This section discusses the following topics:
Entering Data Using Copy From on page 146.
Searching for Data in Copy From on page 147.
Setting Options for Copy From on page 147.
Creating Multiple Columns in Copy From on page 148.
Creating Filters in Copy From on page 149.
Creating Cascading Filters in Copy From on page 150.
Activating Filters in Copy From on page 150.
Deactivating Filters in Copy From on page 150.
Entering Data Using Copy From
To use Copy From to enter data in your file:
Step Action
1. Click a cell in the column to which you want to add data.
Note: Each data element you add appears in a separate row below the cell you click.
2. Open the Copy From window by carrying out one of the following:
• Click on the tool bar.
• Right-click and select Copy From.
• Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
3. Select and deselect the locations from which you want to copy data by clicking the appropriate buttons: (Optional)
Same File – The software searches the current file for data of the chosen type.
Other Open Files – The software searches all other PHA-Pro files that are currently open for data of the chosen type.
Libraries – The software displays the entire contents of all active libraries that contain data of the chosen type.
Clipbook - The software displays the contents of the local clipbook.
For more information, see Adding Clipbooks To Text Fields on page 284.
Searching for Data in Copy From
Rather than scrolling down the list presented in Copy From, you can use the search field to jump to the information you want to enter.
To search for information in Copy From:
Figure 6-3: In this example, a person is using Copy From to enter hazards in the Cause column of the HAZOP Worksheet sheet.
Setting Options for Copy From
You can easily customize Copy From to provide quick access to multiple types of information from multiple files at the same time.
4. Adjust the filters by: (Optional)
1. Activating or deactivating the appropriate filters. For more information see Activating Filters in Copy From on page 150 and Deactivating Filters in Copy From on page 150.
2. Selecting the appropriate data set in the filter by selecting it from the drop-down list,
5. Select the data element that you want to enter by clicking its check box.
Note: You can select as many data elements as you want.
6. To copy the selected data into your current file, click OK.
The Copy From window closes, and the data appears on your screen.
Step Action
Step Action
Type the appropriate letter(s) in the search field at the top of the dialog box to narrow the list to only those data elements that contain certain text.
The software automatically performs the search and displays the results.
To customize Copy From:
Creating Multiple Columns in Copy From
PHA-Pro allows you to create multiple columns of data in Copy From. This is very useful for carrying out a HAZOP study.
Step Action
1. Open the Copy From window by carrying out one of the following:
• Click on the tool bar.
• Right-click and select Copy From.
• Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
2. Click on the tool bar at the top of the Copy From window.
The Copy From Options dialog box opens.
3. Click the General tab.
4. Select and deselect check boxes to control where the software searches for data:
• Same file.
• Active libraries.
• Other open files.
• Local clipbook.
5. Click the Listed Item tab.
The Listed Item table opens showing file structure of the current file.
Note: You can select the types of data elements from this structure.
6. By default, the File field is set to the same file. To specify data from another location:
1. Click the arrow to open a drop-down list that includes the names of other open PHA-Pro files and the names of the active libraries.
2. Select the file of interest.
7. Review the list of data elements shown on the Listed Items tab.
A check mark appears beside the type of data that PHA-Pro currently displays in the Copy From window.
8. To add other types of information, click the check box beside each item of interest.
9. Repeat steps 5 to 8 if you want Copy From to list additional types of information.
10. Click OK.
The Copy From dialog box closes.
To create multiple columns of data:
Creating Filters in Copy From You can create one or more filters to help you to narrow your search while using Copy From. Filters let you quickly find information of interest so you can enter it in your file.
To create a custom filter in Copy From:
Step Action
1. Open the Copy From window by carrying out one of the following:
• Click on the tool bar.
• Right-click and select Copy From.
• Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
2. Click on the tool bar at the top of the Copy From window.
The Copy From Options dialog box opens.
3. Click the Additional Data tab.
4. By default, the File field is set to the same file. To specify data from another location:
1. Click the arrow to open a drop-down list that includes the names of other open PHA-Pro files and the names of the active libraries.
2. Select the file of interest.
5. Review the list of data elements shown on the Extra data to Copy:
window.
A check mark appears beside the type of data that PHA-Pro currently displays in the Copy From window.
6. To add other types of information, click the check box beside each item of interest.
7. Select the Show in List check box.
8. Click OK.
The Copy From dialog box closes.
Step Note
1. Right-click the Copy From window.
A pop-up menu opens.
2. On the pop-up menu, click New Filter.
The Add Filter dialog box opens, listing data elements you can use to filter the contents of the Copy From window. (Figure 6-4)
3. Click the data element of interest.
4. Click OK.
The new filter is created and appears in the pop-up window.
5. Repeat steps 1 to 4 to define additional filters.
Creating Cascading Filters in Copy From
When you create multiple filters, information that meets either filter is presented.
If you want to filter data based on the hierarchical level of filters, i.e. Filter 2 filters the data presented by Filter 1, you must use cascading filters.
To create cascading filters:
Activating Filters in Copy From
To activate a filter:
Deactivating Filters in Copy From
To deactivate a filter:
Note: The cascading filter option does not always appear. The information in the library must be in a parent-child relationship in order for this option to be present.
Step Note 1. Click .
2. Click the General tab, if necessary.
3. Select the Cascade filters check box.
4. Click Ok.
5. Add the filters.
For more information, see Creating Filters in Copy From on page 149.
Note: The order in which you add the filters is the order in which Copy From filters the data.
Step Action
1. Right-click the Copy From window.
A pop-up menu opens.
2. On the pop-up menu, click the name of the filter.
The filter is reactivated, and a check mark appears beside the name of the filter.
Note: A check mark beside the name of a filter indicates that it is currently active.
Step Action
1. Right-click the Copy From window.
A pop-up menu opens.
2. On the pop-up menu, click the name of the filter.
Filter is turned off and the check mark disappears.
Figure 6-4: The Add Filter dialog box allows you to define a custom filter for Copy From.